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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,901 | $74,661-82.7% | $160,784-92.0% | $67,986-81.0% |
| Participation rate | 61.8% | 57.1%+4.7pp | 77.0%-15.2pp | 57.2%+4.6pp |
| Annual return | 17.49% | 28.83%-11.3pp | 1803.92%-1786.4pp | 31.67%-14.2pp |
| Employer contribution / active EE | $768 | $1,829-58.0% | $3,733-79.4% | $2,019-61.9% |
| Participant deferral / active EE | $1,406 | $3,681-61.8% | $6,293-77.7% | $3,358-58.1% |
| Admin fee / account holder | $743 | $3,959-81.2% | $9,717-92.4% | $3,203-76.8% |